Financial Planning For Canadian Business Owners Podcast
1) Dividends vs Salary in Canada | FPCBO 135
Are dividends always the best way to pay yourself from your corporation? Think again. In this video, we'll explore whether dividends truly offer tax benefits compared to salary. We'll break down the n...Show More
2) Should I Incorporate My Business? | FPCBO 134
Thinking about incorporating your small business in Canada? Hold on! This video breaks down why staying a sole proprietorship could save you thousands of dollars and even let you deduct your mortgage ...Show More
3) The Realities of Selling to Private Equity | FPCBO 133
Join Jason Pereira and business lawyer Rachel Wasserman on this week's episode of Financial Planning for Canadian Business Owners as they delve into the intricacies of private equity. Learn about the ...Show More
4) Tax & Legal Implications Of Selling Your Business | 132
In this informative episode, Jason Pereira, a senior partner and financial planner, provides a detailed breakdown of the two main approaches for selling or exiting a business: share sales and asset sa...Show More
5) Is Your Share Structure Making Your Business Sale Taxable? | 131
Wondering if selling your Canadian business will incur significant taxes? Learn about the Lifetime Capital Gains Exemption (LCGE) and how it can save you up to $1.25 million in tax-free capital gains ...Show More
6) Wait, What's My Capital Gains Tax Rate? | 130
In this episode, Jason delves into the tumultuous developments in capital gains taxation in Canada over the past year. From initial changes announced by the Trudeau government to the ensuing financial...Show More
7) What To Look For When Onboarding | 129
In this episode of Financial Planning for Canadian Business Owners, host Jason Pereira and guest Harold Geller discuss critical aspects of onboarding with a financial advisor. They delve into the impo...Show More
8) FPCBO 128 - Treasury Services
In this episode of Financial Planning for Canadian Business Owners, host Jason welcomes John Pelley, Co-founder and CEO of Colibri Financial Services Agents. John explains how Colibri offers fractiona...Show More
9) The Institute of Advanced Financial Planners | E127
Choosing Qualified Financial Planners: Insights from Aaron Hector, President of the IAFPIn this episode of Financial Planning for Canadian Business Owners, host Jason speaks with Aaron Hector, preside...Show More
10) FPCBO 126 - FP Canada
Navigating Financial Planning in Canada with FP CanadaIn this episode of 'Financial Planning for Canadian Business Owners,' the focus is on finding credible financial advice. Special guest Tasha Batst...Show More